+18.9%
IWM vs PANW
+61.3%
-42.4%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.6% |
| 7D | +1.0% | -11.8% | +12.7% | +1.9% |
| 30D | +0.2% | -14.4% | +14.7% | +1.3% |
| 3M | -5.6% | -5.0% | -0.6% | -5.4% |
| 6M | +2.7% | +88.6% | -85.9% | -3.9% |
| YTD | +16.2% | +88.9% | -72.8% | +9.0% |
| 1Y | +18.9% | +62.2% | -43.3% | +17.4% |
| All | +18.9% | +61.3% | -42.4% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PANW.
Daily Out/Under-Performance
Portfolio return minus PANW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PANW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PANW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling